Guardian Wealth Advisors (North Carolina)’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Buy |
3,308
+140
| +4% | +$42.7K | 0.07% | 140 |
|
2025
Q1 | $913K | Buy |
3,168
+1,113
| +54% | +$321K | 0.07% | 136 |
|
2024
Q4 | $498K | Buy |
2,055
+97
| +5% | +$23.5K | 0.04% | 190 |
|
2024
Q3 | $476K | Sell |
1,958
-31
| -2% | -$7.54K | 0.05% | 169 |
|
2024
Q2 | $428K | Buy |
1,989
+20
| +1% | +$4.3K | 0.05% | 173 |
|
2024
Q1 | $405K | Sell |
1,969
-22
| -1% | -$4.53K | 0.05% | 181 |
|
2023
Q4 | $381K | Sell |
1,991
-62
| -3% | -$11.9K | 0.06% | 168 |
|
2023
Q3 | $352K | Sell |
2,053
-19
| -0.9% | -$3.26K | 0.06% | 165 |
|
2023
Q2 | $369K | Buy |
2,072
+11
| +0.5% | +$1.96K | 0.06% | 153 |
|
2023
Q1 | $378K | Buy |
+2,061
| New | +$378K | 0.07% | 144 |
|